PWM

Palumbo Wealth Management Portfolio holdings

AUM $323M
1-Year Est. Return 22.5%
This Quarter Est. Return
1 Year Est. Return
+22.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.72M
3
+$2.64M
4
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$1.69M
5
AMZN icon
Amazon
AMZN
+$1.38M

Top Sells

1
+$1.32M
2
+$133K
3
+$131K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$114K
5
LYB icon
LyondellBasell Industries
LYB
+$110K

Sector Composition

1 Technology 10.68%
2 Industrials 4.64%
3 Financials 4.15%
4 Consumer Discretionary 3.97%
5 Consumer Staples 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$272K 0.18%
+2,523
77
$259K 0.17%
737
+3
78
$252K 0.17%
2,051
-15
79
$250K 0.17%
374
-1
80
$245K 0.16%
650
+1
81
$244K 0.16%
1,912
+3
82
$238K 0.16%
+2,432
83
$237K 0.16%
+767
84
$235K 0.16%
3,094
-419
85
$234K 0.16%
7,247
-109
86
$231K 0.15%
488
+3
87
$226K 0.15%
+1,066
88
$217K 0.14%
+4,000
89
$215K 0.14%
+1,157
90
$133K 0.09%
11,608
+381
91
$43.9K 0.03%
1,107
-15
92
$1.08K ﹤0.01%
80
93
– –
-45,071
1 2 3
4